Lori Underberger

Lori Underberger

Pullman & Comley, LLC

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Many Employee Retirement Plan Dollar Limits Adjusted For 2015

The Internal Revenue Code provides for various dollar limitations on benefits, contributions, and compensation for tax-qualified employee benefit plans. Recently, the Internal Revenue Service announced cost of living...more

11/5/2014 - COLA Qualified Retirement Plans Retirement Retirement Plan

IRS Announces Cost of Living Adjustment (COLA) Limits for 2015 Applicable to Retirement Plans

The Internal Revenue Service has announced the cost of living adjustments (COLA) applicable to dollar limitations for retirement plans for 2015. Several of the limits that currently apply to the 2014 plan year will change for...more

11/5/2014 - COLA Cost-of-Living IRS Pensions Qualified Retirement Plans

401(k) Compensation – be Audit Ready

Failure to follow the 401(k) Plan Compensation definition for determining contributions is one of the top ten plan qualification failures and an area of IRS scrutiny during plan audits. This time of year, as you are gathering...more

5/6/2014 - 401k Audits Employee Benefits IRS

Retirement Plan Sponsors: December Reminders Part I

It’s time to take a short break from all the healthcare changes and focus on your December 1st and 15th deadlines for the following participant notices for calendar year retirement plans...more

11/29/2013 - 401k Notice Requirements Retirement Plan Safe Harbors

Notice to Employees About Health Insurance Exchanges Due October 1, 2013

The Affordable Care Act provides individuals with the option of purchasing health coverage through new health insurance exchanges, or “Marketplaces” that will operate in every state effective January 1, 2014 (e.g.,...more

9/20/2013 - Affordable Care Act Deadlines DOL Health Insurance Exchanges Healthcare Marketplace Notice

First Payment Of Employer's PCORI Fees For Self-Insured Health Insurance Plans Due July 31

The first payment of the Patient-Centered Outcomes Research Institute (PCORI) fee imposed by the Affordable Care Act is due next week on July 31st. While the U.S. Treasury Department has delayed implementing certain health...more

7/26/2013 - Deadlines Fees Form 720 HIPAA HRA PCORI Self-Insured Health Plans

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